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LyondellBasell Industries

1,019 hedge funds and large institutions have $23.9B invested in LyondellBasell Industries in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 398 increasing their positions, 387 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

6% more capital invested

Capital invested by funds: $22.5B → $23.9B (+$1.37B)

3% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 387

1% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 95

1% less funds holding

Funds holding: 1,0291,019 (-10)

0.98% less ownership

Funds ownership: 73.04%72.06% (-0.98%)

10% less call options, than puts

Call options by funds: $338M | Put options by funds: $375M

Holders
1,019
Holders Change
-10
Holders Change %
-0.97%
% of All Funds
14.68%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
96
Increased
398
Reduced
387
Closed
95
Calls
$338M
Puts
$375M
Net Calls
-$36.8M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.19B -$728K -7,477 -0%
BlackRock
2
BlackRock
New York
$2.34B -$119M -1,219,765 -5%
Dodge & Cox
3
Dodge & Cox
California
$1.66B +$1.65M +16,975 +0.1%
State Street
4
State Street
Massachusetts
$1.21B -$23.3M -239,528 -2%
Charles Schwab
5
Charles Schwab
California
$771M +$181M +1,857,641 +33%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$628M +$21.6M +221,564 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$603M +$10.2M +105,328 +2%
Morgan Stanley
8
Morgan Stanley
New York
$599M -$595M -6,111,994 -51%
JP Morgan Chase
9
JP Morgan Chase
New York
$519M -$196M -2,017,434 -28%
Federated Hermes
10
Federated Hermes
Pennsylvania
$501M -$10.9M -112,236 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$463M +$1.99M +20,454 +0.5%
Norges Bank
12
Norges Bank
Norway
$448M +$341M +3,505,678 +402%
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$435M +$65.9M +677,584 +19%
Invesco
14
Invesco
Georgia
$432M +$33.6M +345,293 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$392M +$95.9M +985,808 +35%
AllianceBernstein
16
AllianceBernstein
Tennessee
$381M +$34.9M +358,532 +11%
Capital International Investors
17
Capital International Investors
California
$350M -$43M -441,745 -11%
Amundi
18
Amundi
France
$303M +$98M +1,006,949 +49%
Northern Trust
19
Northern Trust
Illinois
$278M -$7.22M -74,154 -3%
Capital World Investors
20
Capital World Investors
California
$274M +$58.4M +600,554 +29%
Franklin Resources
21
Franklin Resources
California
$244M +$187M +1,922,550 +412%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$241M -$546M -5,614,758 -70%
A
23
AustralianSuper
Australia
$222M +$2.82M +29,000 +1%
Bank of America
24
Bank of America
North Carolina
$217M +$19.5M +200,077 +10%
TIM
25
Thornburg Investment Management
New Mexico
$201M

LYB Hedge Fund Activity: Q1 2024 in Review

1,019 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2024, worth a combined $23.9B — up 6.1% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new LYB positions and 95 closed out — a net gain of 1 holder — while 398 added to existing stakes and 387 trimmed.

The largest buyer was Norges Bank, adding an estimated $341M. The largest seller was Morgan Stanley, cutting an estimated $595M.

  • 1,019 institutional investors held LyondellBasell Industries (LYB) as of Q1 2024, down from 1,029 in Q4 2023.
  • Funds reported $23.9B of LyondellBasell Industries stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 96 funds opened new LyondellBasell Industries positions in Q1 2024 and 95 closed out, a net change of +1 holder.
  • The largest LyondellBasell Industries buyer in Q1 2024 was Norges Bank, an estimated $341M added.
  • The largest LyondellBasell Industries seller in Q1 2024 was Morgan Stanley, an estimated $595M sold.

Based on aggregated 13F filings for Q1 2024.